Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CPG
Cornerstone Planning Group’s
British American Tobacco
BTI
Stock Holding History
Cornerstone Planning Group’s Portfolio
BTI Stock Details
BTI Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$37.7K
Buy
635
+44
+7%
+$2.6K
0.01%
473
2025
Q4
$35.6K
Buy
591
+346
+141%
+$18.9K
0.01%
428
2025
Q3
$12.6K
Hold
245
–
–
﹤0.01%
711
2025
Q2
$13.7K
Buy
245
+64
+35%
+$2.83K
﹤0.01%
487
2025
Q1
$7.69K
Buy
181
+11
+6%
+$432
﹤0.01%
630
2024
Q4
$6.73K
Buy
170
+76
+81%
+$2.75K
﹤0.01%
517
2024
Q3
$3.24K
Buy
94
+19
+25%
+$679
﹤0.01%
661
2024
Q2
$2.63K
Buy
75
+17
+29%
+$516
﹤0.01%
710
2024
Q1
$1.73K
Buy
+58
New
+$1.75K
﹤0.01%
687
2023
Q4
–
Sell
-31
Closed
-$974
–
976
2023
Q3
$974
Sell
31
-21
-40%
-$692
﹤0.01%
791
2023
Q2
$1.73K
Buy
+52
New
+$1.78K
﹤0.01%
1221
2022
Q4
$9.87K
Buy
+256
New
+$10.1K
﹤0.01%
652
Other funds holding BTI
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
GQG Partners
Ft. Lauderdale, Florida
$63.1B AUM
23.07%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
OAG
Orbis Allan Gray
Hamilton, Bermuda
$23.7B AUM
65.43%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close